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Financial Perspectives

Home
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RETIREMENT CORNER

melanie
April 24, 2018
Retirement

No Time Like the Present

melanie
April 24, 2018
Retirement

Women have made tremendous progress in achieving higher levels of education, gaining opportunities in the workforce, and pursuing careers, while also continuing to play a vital role as mothers and caregivers. Despite this progress, women continue to be at greater risk of not achieving a financially secure retirement than men….

Tagged: Women in Retirement

melanie
April 19, 2018
Taxes

Capital Gains and the Tax Cuts and Jobs Act

melanie
April 19, 2018
Taxes

The Tax Cuts and Jobs Act (TCJA) includes many changes that will affect individual taxpayers for 2018-2025. However it maintains the status quo for taxes on long-term capital gains (LTCGs) and qualified dividends....

Tagged: Tax Cuts and Jobs Act, Capital Gains Taxes

melanie
April 17, 2018
Retirement

The Cost of Health(care)

melanie
April 17, 2018
Retirement

Many pre-retirees think they don't need to worry about healthcare because they anticipate care costs will be covered by Medicare. But the reality is that Medicare makes seniors responsible for picking up a significant percentage of their cost of care.....

Source: https://www.fool.com/retirement/2018/04/15/65-of-baby-boomers-are-making-a-huge-financial-mis.aspx

Tagged: Healthcare in Retirement, Health Savings Account

melanie
April 5, 2018
Retirement

Things to Consider When You Retire First

melanie
April 5, 2018
Retirement

The decision to retire is a big one, and there are various factors that are apt to play into it. But what happens if you're ready to pull the trigger, and your spouse isn't?...

Source: https://www.foxbusiness.com/markets/4-things-to-consider-if-you-retire-ahead-of-your-spouse

Tagged: Retirement Planning

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